Click "Edit report" if you want to generate a filtered report from your entire book of business.

You can select the specific report you'd like to generate. For this one, we will send to our T65 clients.

Click "View report" after you've prepared your report.

You'll be brought to a filtered list of clients. Next we can bulk send the SOA. Click **Edit report.**

Click "Email SOA". **Please note**, if the contact does not have an email in their profile, they will not be a recipient for the bulk email.

Now that the SOA has been sent, your contacts would be able to continue through the process on their own as expected. They'll click "Complete the Scope of Appointment Form"

They can change the products they'd like to discuss.

They'll type their name and click "Sign & continue"

Once they've clicked **Sign & continue**, they can download and print the SOA.

Thank you!
With your Medicare Scope of Appointment signed, we should be all set for our next meeting!
Download SOA
Olivia Davis

ACME

(203) 293-2815

Just like the individual SOAs, you can keep track of the SOAs that are signed directly in the contact's Contact History.

Bulk Send Scope of Appointments